Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
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Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
QRC Report Card *
Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
---|---|---|---|---|---|---|---|---|---|
Ambit Investment Advisors Good and Clean | Mid & Small Cap | Trilok Agarwal | 12 March 2015 | 9Y 8M | BSE 500 TRI | 5 |
Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
---|---|---|---|---|---|---|---|---|---|---|
Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
Nifty 50 | 19.81% | -0.22% | 65.18% | 19.59% | 0.75 | 14.37% | 2.85 | 4.35% | 0.41 | 51.79 % |
Nifty 500 | 11.89% | -4.48% | 7.41% | 0.92 | 2.72% | 0.30 | 55.36 % | |||
Nifty Midcap 100 | -4.15% | -7.02% | -11.17% | 0.80 | -0.79% | -0.08 | 48.21 % | |||
Nifty Smallcap 100 | -11.72% | -12.59% | -24.31% | 0.61 | 2.63% | 0.19 | 46.43 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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#Returns as of 31 Oct 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Jun 24.